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Ishares Ibonds Dec 2027 Term T shares owned by Cornerstone Planning

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Cornerstone Planning from 13F filings

Historical chart of Cornerstone Planning investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Cornerstone Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 138k 22.48

More positions owned by Cornerstone Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibds Dec28 Etf (IBDT)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Apple (AAPL)

View all positions for Cornerstone Planning

Top funds holding Ishares Ibonds Dec 2027 Term T

Hm Payson & Co
Bank of America Corporation
Morgan Stanley
GLOBALT Investments LLC / GA
Kovitz Investment Group Partners
Wells Fargo & Company
Mercer Global Advisors
Envestnet Asset Management
LPL Financial
Goss Wealth Management
Raymond James Financial
Brookstone Capital Management
UBS Group
TRUE Private Wealth Advisors
United Capital Financial Advisers

View all funds holding Ishares Ibonds Dec 2027 Term T